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Kotak Nifty SDL Jul 2033 Index Fund Direct Plan Growth Option

Kotak · Index Funds
High
₹12.78
Current NAV
27 Oct 2026
2.2%
1Y Return
6.7%
3Y CAGR
16.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.67%.
  • Very large asset base (AUM: ₹14,620 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.07
Sharpe Ratio
1.57
Beta
0.57
Alpha
1.47
Sortino
Fund Details
Fund House Kotak
Category Index Funds
AUM ₹14620 Cr
Expense Ratio 0.67%
Min SIP ₹500
Min Lumpsum ₹1000
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